Overview

When bidding for a job, you may need to send the same proposal to several potential customers, such as multiple general contractors competing for the same work. Instead of creating duplicate projects, you can associate multiple customer accounts with a single project. This streamlines your workflow by keeping all estimates and documents in one place, allowing you to send personalized proposals to each potential client simultaneously. Once a bid is accepted, the project automatically consolidates to the winning account.

Step-by-Step Guide

1. Add Multiple Accounts to a Project

You can link multiple accounts either when creating a new project or by editing an existing one.

For a new project:

1. Start by creating a New project and fill in the primary Contact and Account information.

2. Next to the contact field, click the Add Additional button.

3. A Contacts pop-up will appear. Click the + Add Account button at the bottom.

4. Search for and select the additional account you want to bid to.

5. Assign a primary contact for this new account.

6. Repeat for any other accounts, then click Done.

For an existing project:

1. Navigate to the project's Summary page.

2. In the top-left corner, next to the contact details, click the expansion icon (a grid of dots).

3. This opens the Contacts pop-up, where you can click + Add Account to add more customers.

2. Send Proposals to Each Account

Once your estimate is complete, the system generates a distinct proposal for each account linked to the project.

1. Navigate to the Proposal tab.

2. In the top-left corner, you'll see an Account dropdown. Use this to toggle the proposal view between the different accounts. The Submitted to information will update for each one.

3. When you are ready to send, click the Send button.

4. In the email pop-up, all primary contacts from the linked accounts will be listed as Recipients. Check the boxes for everyone you want to send the proposal to.

5. Click Send Emails. The system will send a separate, personalized email to each selected recipient. From their perspective, they are the sole recipient of the proposal.

3. Finalize the Winning Bid

When a customer agrees to the proposal, you can mark it as accepted.

1. On the project page, change the project status from Proposed to Accepted.

2. A Proposal Acceptance window will appear. From the Accepted Account dropdown, select the customer who won the bid.

3. Click Confirm.

The project is now won. The system will automatically remove the other, non-winning accounts, leaving the project associated only with the customer who accepted the bid.

Troubleshooting

• What if I need to send different pricing to each customer? This workflow is designed to send the same proposal to multiple accounts. If you need to vary the price, you will need to send the proposals sequentially. Send the proposal to the first account, then go back to the Estimates tab, adjust the pricing, and then send the updated proposal to the second account.

• Where did the other accounts go after one was accepted? Once a bid is accepted, only the winning account remains on the project to keep the record clean. However, a full history is preserved. You can navigate to the project's Log tab to see a record of all proposals that were sent to the other accounts.